Case Study

AI-Powered Dealer Credit Validation for Smarter Pricing Decisions

Global Construction Equipment OEM

An AI-powered platform streamlined dealer credit verification, supply chain pricing validation, and approval decisions for a global construction equipment manufacturer.

Problem

The client relied on email, S3 repositories, dealer worksheets, invoices, Snowflake pricing data, and ERP & Dealer management systems to validate dealer credit requests and pricing claims. Manual extraction, pricing reconciliation, and eligibility checks slowed approvals, increased operational effort, and created risks around pricing accuracy, policy compliance, and inconsistent decisions.

Approach

Intellectyx built an AI-powered Dealer Credit & Pricing Intelligence platform that connected dealer transactions, supply chain pricing data, product information, and business rules into an automated verification workflow. Multi-agent AI reconciled invoice, dealer worksheet, and Snowflake data, validated pricing and margin rules, and surfaced exceptions for human review and approval with complete decision evidence.

Platform in Action